Call us toll free: 888 332 2238

Client Services



Portfolio Design


Portfolio Reporting


Risk Assessment


Performance Reporting


Cash Flow Analysis


Gain/Loss Accounting


Forecasting your future


Asset Allocation Analysis


Asset Allocation


Rebalancing Analysis


Investment Selection








Portfolio Management


Administrative Services


Implementation Support


Account Creation


Portfolio Monitoring


Account Transfers


Portfolio Rebalancing




Tax Loss Harvesting


Web-Portal Assistance


Bond Laddering


Cost Basis Management


Implementation Support








Block Trading


Other Services


Institutional Index Funds


Roth Conversions


Institutional Bond Markets


Required Minimum Distributions


Retirement Rollovers



Our expertise at Cardiff Park Advisors is in financial planning and investment management. To complement our services, we recommend consulting with independent professionals for estate planning, real estate issues, tax planning, and insurance.


Contact Us


We welcome initial 15-20 minute phone calls to make a preliminary assessment of your investment needs, determine how we can support your requirements, and provide an estimate of our advisory fees. Specific financial advice or services cannot be provided until our firm is formally engaged. There is no further obligation after the initial meeting.